Dollins Investment Advisors, LLC

Dollins Investment Advisors, LLC (CRD# 134947) is a financial advisory firm headquartered in , . They manage $9,191,083 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.dollinsinvesting.com/
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $417,777
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Dollins Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven Dollins, financial advisor Fremont CA
Steven C. Dollins
CRD#: 4948520
Fremont, CA
93
Wealthminder
score

Steven Dollins (CRD# 4948520) is an Investment Advisor Representative working at Dollins Investment Advisors, LLC in Fremont, CA and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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